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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST
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To: Donald Wennerstrom who wrote (78497)1/10/2018 9:28:15 PM
From: Kirk ©  Read Replies (1) of 95561
 
You have to account for reinvested dividends when comparing stocks.

Here is a chart doing so.

You can see LRCX was a bargain basement buy in the 1990s and early 2000s... while AMAT was over owned... but it eventually worked all that off too.

If MU didn't have so much debt and paid a dividend... which they are a LONG way from being able to do so, then..... I might be interested on a pullback.



Otherwise, I'll take my high risk with Finisar.... no dividend and loads of cyclicality/commodity issues similar to MU, but it has a ton more to go to reach past highs.
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